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Company:
SmartHealth, Inc.
Plan:
SmartHealth 401k Plan and Trust
 

SmartHealth, Inc.

62 Plan: SmartHealth 401k Plan and Trust

 
 
62
37
58
83
0
10
20
30
40
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60
70
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100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (62) and the top rated plan (83) could equate to:
[How is this calculated?]
10 additional years of work
Up to $158,000 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

SmartHealth 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Total Plan Cost. SmartHealth 401k Plan and Trust currently has over 400 active participants and over $12.5M in plan assets.

 

 Retirement Plan Details

Address 3400 East Mcdowell Road
Phoenix, AZ 85008 
Industry Manufacturing
Administrator Meg Mosher
Net Plan Assets $12,500,000
Total Participants 420
Avg Account Balance $30,000

 Compare Other Companies in Peer Group

Spear USA, LLC 69.7
DNP IMS America 64.8
Outlook Group 60.9
Home News Enterprises, LLC 58.0
Mod-Pac 57.4
M & R Printing Equipment 51.7

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 15%
2. American Funds Income Fund of America 14%
3. Oakmark Equity & Income 9%

  Plan Service Provider

Auditor Mukai, Greenlee and Company, P.C.

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